Integrating your business advisory to a CRM

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Running Time: 6:17

Date: 01/02/2020

If you're offering business advisory services, then you really need a CRM which allows you to analyse the data of your clients and offer solutions tailored to them.

That's according to Mark Holton, who says, unfortunately, many accountants either don't have a CRM or those that do often find it ineffective.

Mark Holton, Smithink